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iShares ESG Aware US Aggregate Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
151
Congress Wealth Management
Massachusetts
$1.09M -$33.6K -711 -3%
AWM
152
Axxcess Wealth Management
California
$1.08M -$6.99K -148 -0.6%
SAG
153
SageView Advisory Group
California
$1.06M +$103K +2,171 +11%
AAS
154
Avantax Advisory Services
Texas
$1.04M +$273K +5,771 +35%
GWM
155
Grand Wealth Management
Michigan
$1.04M +$19.2K +407 +2%
VFA
156
Valeo Financial Advisors
Indiana
$1.02M
G
157
GenTrust
Florida
$1.02M +$3.26K +69 +0.3%
VHAM
158
Van Hulzen Asset Management
California
$1.02M +$294K +6,230 +40%
Pictet Asset Management
159
Pictet Asset Management
Switzerland
$1.02M -$2.97M -62,793 -74%
SP
160
Symmetry Partners
Connecticut
$1M +$487K +10,300 +91%
PA
161
PFG Advisors
Arizona
$1M +$210K +4,444 +26%
FF
162
Friedenthal Financial
New Jersey
$918K +$13.9K +295 +2%
AG
163
AlTi Global
New York
$906K +$26.9K +570 +3%
LRIA
164
Leonard Rickey Investment Advisors
Washington
$876K +$5.72K +121 +0.6%
CFG
165
Citizens Financial Group
Rhode Island
$863K +$203K +4,297 +30%
AWM
166
Ariadne Wealth Management
California
$854K +$189K +3,993 +28%
IWC
167
Integrated Wealth Concepts
Massachusetts
$842K -$484K -10,237 -36%
IAA
168
Independent Advisor Alliance
North Carolina
$840K +$854K +18,078 New
CPCM
169
Cardinal Point Capital Management
Ontario, Canada
$839K +$84.1K +1,780 +11%
CI
170
CX Institutional
Indiana
$837K +$43.2K +914 +5%
AWM
171
Ameliora Wealth Management
Switzerland
$836K
KL
172
KilterHowling LLC
Colorado
$835K +$45.6K +965 +6%
PA
173
Parallel Advisors
California
$833K -$47K -994 -5%
CPRC
174
Consolidated Portfolio Review Corp
New York
$810K -$36.8K -780 -4%
DC
175
Davenport & Co
Virginia
$810K +$141K +2,994 +21%